Baird Financial Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Baird Financial Group’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-8,342	Closed	-$345K	–	1512
2020 Q1	$345K	Hold	8,342	–	–	﹤0.01%	1170
2019 Q4	$399K	Buy	+8,342	New	+$391K	﹤0.01%	1240
2017 Q2	–	Sell	-42,490	Closed	-$1.8M	–	1221
2017 Q1	$1.8M	Buy	42,490 +15,790	+59%	+$658K	0.01%	622
2016 Q4	$1.08M	Buy	+26,700	New	+$1.08M	0.01%	739

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group's AOR Position: Q2 2020 in Review

Baird Financial Group sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2020, closing a stake of 8,342 shares — an estimated $345K sold.

Baird Financial Group first reported a position in AOR in Q4 2016 and held it in 4 quarters. The position peaked at $1.8M in Q1 2017. 193 funds tracked by Wall St. Rank hold AOR as of Q2 2020.

Baird Financial Group reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2020 after selling out during the quarter.
Baird Financial Group sold 8,342 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2020, an estimated $345K.
Baird Financial Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2016 and held it in 4 quarters.
Baird Financial Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.8M in Q1 2017.
193 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2020.

Based on Baird Financial Group's 13F filing for Q2 2020, filed 14 Aug 2020.